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iShares Floating Rate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
376
WJ Wealth Management
Arizona
$416K +$416K +8,172 New
CWM
377
Connecticut Wealth Management
Connecticut
$414K +$3.31K +65 +0.8%
PP
378
Paloma Partners
Connecticut
$410K -$174K -3,415 -30%
FI
379
FormulaFolio Investments
Michigan
$400K -$565K -11,097 -59%
GCA
380
Gradient Capital Advisors
California
$399K
WI
381
WrapManager Inc
California
$398K -$20.1K -395 -5%
CPP
382
Crow Point Partners
Massachusetts
$383K +$102K +1,995 +18%
KFP
383
KMG Fiduciary Partners
Ohio
$378K +$378K +7,418 New
FHA
384
Flagship Harbor Advisors
Massachusetts
$368K +$45.3K +890 +14%
FIM
385
Freedom Investment Management
Connecticut
$366K -$17.2K -337 -4%
DCM
386
Donaldson Capital Management
Indiana
$364K +$24.2K +475 +7%
FNC
387
First National Corp
Massachusetts
$362K
AOWM
388
Alpha Omega Wealth Management
Virginia
$356K +$77.7K +1,525 +28%
EB
389
Eastern Bank
Massachusetts
$347K -$243K -4,778 -41%
CWP
390
Capital Wealth Planning
Florida
$346K +$20.1K +395 +6%
SEI Investments
391
SEI Investments
Pennsylvania
$344K -$137K -2,699 -28%
SFP
392
Shepherd Financial Partners
Massachusetts
$343K +$61K +1,198 +22%
APP
393
Avantax Planning Partners
Iowa
$331K -$25.8K -507 -7%
WTC
394
WhitTier Trust Company
Nevada
$331K
LFASL
395
Lugano Financial Advisors SA (LFA)
Switzerland
$331K +$331K +6,500 New
IP
396
Intellectus Partners
California
$329K +$50.9K +1,000 +18%
AWS
397
AJ Wealth Strategies
New York
$325K +$2.39K +47 +0.7%
CTC
398
Central Trust Company
Missouri
$322K +$61K +1,198 +23%
WIC
399
Woodmont Investment Counsel
Tennessee
$320K
WF
400
Welch & Forbes
Massachusetts
$318K